It’s your life.
It’s your legacy.

Your legacy is unique to you.
What gifts do you want to share with family, friends, and the world?

Peggy Farnworth, CPA, CFP, is here to help with estate planning, including beneficiaries, deciding powers of attorney, and charitable giving. Transferring your wealth takes planning. You will need to determine which assets to leave and to whom. You will also need to decide who should manage your estate. These are just some of the issues that can help streamline your affairs and reduce the burden for those you love.

What makes Peggy and her team so valuable is that they can help with those issues that are hard to describe. Most people focus on the ‘stuff’. Instead, their focus is on how you want to be remembered. What values do you want to see family members embrace? Leave your family with your personal story, not unanswered questions. Consider writing your memoirs while you can.

Beyond family, what impact do you want to make in your community? Being intentional with your giving today allows you to see and enjoy the results. Is there a charity you want to benefit today or after your passing? What is the best asset to give a charity?

Peggy is here to guide you, with the assistance of your attorney, through the maze of decisions. After all, an estate plan is one of the most loving gifts you can give your family.

It’s your life. It’s your legacy.

Contact Peggy Farnworth, CPA, CFP
for a complimentary consultation today.